Homework Prior to In-Person Meeting
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Take Risk Questionnaire
Click Here. One for each spouse is preferable.
Review Planning Homework
Click Here. You can drop off, mail, or request a custom, secure, box.com folder to drop electronic documents.
Review Fees & Agreement
Fee Schedule: Accounts for each member of a household are aggregated together for fee calculations.
Services Agreement: This can be initialed/signed in advance, or reviewed with me at our meeting. Whatever you are most comfortable with.
Schedule Next Appointment
This can be done by contacting Mary Beth at 781.834.2010 or mary_beth@mcnamarafinancial.com
Compliance Documents
We are required by securities law to provide the following compliance documents: Forms ADV, Form CRS, Privacy Policy. Please review prior to our meeting.